Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 47-0625816
LUTZ & COMPANY, P.C.
13616 CALIFORNIA STREET, SUITE 300 · OMAHA, NE 68154
4024968800
- Plans filed
- 8
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
2,355
No prior year
Total participants
2,405
No prior year
Plans filed
8
No prior year
Plans under this sponsor
8 plans
Plan #502$3.1M
LUTZ & COMPANY, P.C. GROUP MEDICAL INSURANCE PLAN
Fully insured262 covered·1 carrier
Primary: MEDICA INSURANCE COMPANY
Plan #501$276K
GROUP DENTAL INSURANCE FOR EMPLOYEES OF LUTZ & COMPANY, P.C.
Fully insured596 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORPORATION
Plan #503$74K
LUTZ & COMPANY, P.C. SHORT TERM DISABILITY PLAN
Fully insured355 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #506$73K
LUTZ & COMPANY, P.C. LONG TERM DISABILITY PLAN
Fully insured286 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #509$37K
LUTZ GROUP VISION PLAN
Fully insured541 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORPORATION
Plan #505$18K
LUTZ & COMPANY, P.C. GROUP LIFE INSURANCE PLAN
Fully insured315 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #507$0
LUTZ & COMPANY PC FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #511$0
LUTZ EMPLOYEE ASSISTANCE PLAN
Unknown0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.1M | 46.3% | |
| Prescription drug | $3.1M | 46.3% | |
| Dental | $276K | 4.1% | |
| Short-term disability | $74K | 1.1% | |
| Long-term disability | $73K | 1.1% | |
| Vision | $37K | 0.5% | |
| Life | $18K | 0.3% | |
| Other | $18K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411490988 | HRx | $3.1M | 86.8% | 1 | 1 | 262 |
EIN 470098400 | DV | $314K | 8.7% | 2 | 2 | 1,137 |
EIN 470322111 | LSTDOth | $92K | 2.5% | 2 | 2 | 670 |
EIN 381082080 | LTD | $73K | 2.0% | 1 | 1 | 286 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | SANTA BARBARA, CA | AMERITAS LIFE INSURANCE CORPORATION, MEDICA INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $31K | $42K | 89.9% | 5 |
| BENEFIT MANAGEMENT, INC. | LINCOLN, NE | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $0 | $5K | 10.1% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan